Stephanie Santiago
Bridgeport,CT
Summary
Experienced technically skilled Mortgage Professional, offering more than 15 years of experience, seeking a position where I may apply a wide variety of skills such as Customer Service, Loan Processing, Data Management, and Administrative Support.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Secretary
State of Connecticut, State’s Attorney Office
Bridgeport, CT
09.2024 - Current
- Sorted mail and distributed it to appropriate personnel or departments within the organization.
- Handled confidential documents with discretion.
- Prepared documents such as memos, letters, reports, spreadsheets and presentations using Microsoft Office applications.
- Reviewed invoices for accuracy before submitting them for payment processing.
- Maintained filing systems for confidential documents; organized files for easy retrieval of information when requested.
- Updated contact lists on a regular basis; created new contacts as needed.
- Greeted visitors in a professional manner and directed them to appropriate personnel or offices.
- Provided administrative support to the Office Manager and other staff members.
- Performed data entry into computer systems; ensured accuracy of all entered information.
Court Reporter
State of Connecticut Judicial Branch
Bridgeport, CT
08.2023 - 09.2024
- Setting up and testing recording equipment
- Operating equipment to record verbal testimony during court proceedings
- Preparing accurate transcripts and appeal papers in accordance with established deadlines
- Performing clerical and other related duties as assigned
- Creating proper and accurate notes of Court proceedings, including names of participants, case /docket numbers and marks notes for recall testimony
Branch Support Assistant
Caliber Home Loans
Shelton, CT
10.2020 - 03.2023
- Assists with inputting borrower information and managing active pipelines for 4 Loan Officers.
- Ensures all Client documentation is accounted for and properly completed and signed .
- Collaborates with Loan Processor to ensure smooth transition of the loan file from application through closing.
- Prepare various marketing materials for Realtor Open Houses.
- Submit department invoices to Accounts Payable for payment.
- Communicate with and assist clients Post Close regarding any questions or issues that may arise
Wealth Loan Officer Assistant
TD Bank
Bridgeport, CT
12.2016 - 10.2020
- Evaluate loan submissions to ensure completion and accuracy.
- Follow up with borrowers to obtain outstanding documents required to render a formal underwriting decision.
- Generate a daily pipeline report of all loan application statuses for the Mortgage Loan Officer to review.
- Prepare marketing materials for prospective clients and business partners.
- Identify any potential processing / underwriting issues and work with applicant to resolve
Branch Mortgage Loan Coordinator
Bank of America
Darien, CT
07.2015 - 12.2016
- Evaluate loan submissions to ensure completion and accuracy.
- Prepare formal documentation to the borrowers, notifying them of missing or incomplete information within loan packages.
- Provide Mortgage Loan Officers with critical supporting documents by uploading them into underwriting databases prior to formal underwriting decision.
- Prepare marketing materials for prospective clients and business partners.
- Generate a daily report of all loan application statuses for Mortgage Loan Officers review.
- Identify any potential processing/underwriting issues and work with applicant to resolve.
Mortgage Loan Coordinator
Bankwell
Bridgeport, CT
06.2012 - 07.2015
- Provided rate, program and marketing support to Residential Lending Managers, Mortgage Loan Officers and Branch Manager.
- Entered loan application information into BYTE Loan Operating software and ensured accuracy of data.
- Routed loans through LP/DU approval process.
- Submitted rate locks and registrations to rate lock desk.
- Evaluated loan submissions to ensure required documents were included.
- Prepared formal documentation to borrowers notifying them of missing or additional information needed.
- Assisted Loan Operations, underwriting and closing to advance files to resolution.
- Provided rate, program information and statuses of application to borrowers.
Education
Culinary Arts Certificate -
Lincoln Technical Institute - Shelton
Shelton, CT01.2005
Skills
- Continuous Improvement
- Verbal and Written Communication
- Work Planning and Prioritization
- Problem-Solving
- Teamwork and Collaboration
- Quality Assurance
- Customer Service
- Information Confidentiality
- Confidentiality and Data Protection
- Strong Organizational Skills
- Microsoft Office
- Office Equipment Operation
- Task Prioritization
- Meticulous Attention to Detail
- Appointment Coordination
- Judgment and Decision Making
- Document and File Management
- Research and Analytical Skills
- Multitasking and Time Management
- Computers and Technology
- Database and Client Management Systems
- Ease with Computers and Technology
- Professional and Courteous
- Decisive Decision-Making
- Flexible Schedule
- Customer Service Expertise
- Professional Networking
- Documentation Skills
Affiliations
- Balloon handler Volunteer at the Stamford UBS Thanksgiving spectacular along with Representatives from Bank of America, 2015.
- Participate and Volunteer on annual basis at the Fairfield County Walk to End Alzheimer’s .
Certification
- Notary Public for the State of Connecticut
- NMLS License #934053
Timeline
Secretary
State of Connecticut, State’s Attorney Office
09.2024 - Current
Court Reporter
State of Connecticut Judicial Branch
08.2023 - 09.2024
Branch Support Assistant
Caliber Home Loans
10.2020 - 03.2023
Wealth Loan Officer Assistant
TD Bank
12.2016 - 10.2020
Branch Mortgage Loan Coordinator
Bank of America
07.2015 - 12.2016
Mortgage Loan Coordinator
Bankwell
06.2012 - 07.2015
Culinary Arts Certificate -
Lincoln Technical Institute - Shelton